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Disclosery

Weatherstone Capital Management: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weatherstone Capital Management on XLE, newest first. How the timeline and the estimate are built.

Weatherstone Capital Management held 7,733 XLE shares at 2019-03-31 per its 13F-HR filed 2019-04-16.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 7,733 shares
    Change vs previous 13F +1,006 shares

    0.54% of the 13F portfolio, value $511,000.

    13F-HR 0001535578-19-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-12-31
    13F/A 6,727 shares
    Change vs previous 13F -78,660 shares

    0.1% of the 13F portfolio, value $386,000.

    13F-HR 0001535578-19-000002 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-09-30
    13F 85,387 shares
    Change vs previous 13F -35,400 shares

    4.96% of the 13F portfolio, value $6,467,000.

    13F-HR 0001535578-18-000005 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-06-30
    13F 120,787 shares
    Change vs previous 13F +46,978 shares

    7.33% of the 13F portfolio, value $9,173,000.

    13F-HR 0001535578-18-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-03-31
    13F 73,809 shares
    Change vs previous 13F +2,187 shares

    3.75% of the 13F portfolio, value $4,975,000.

    13F-HR 0001535578-18-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-12-31
    13F 71,622 shares
    Change vs previous 13F +58,147 shares

    3.44% of the 13F portfolio, value $5,175,000.

    13F-HR 0001535578-18-000001 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-09-30
    13F 13,475 shares
    Change vs previous 13F +4,914 shares

    0.63% of the 13F portfolio, value $923,000.

    13F-HR 0001535578-17-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-06-30
    13F 8,561 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $556,000.

    13F-HR 0001535578-17-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).